Missing a call can mean losing a lead. Alert workflows send an email the moment a call is missed, or when specific call or SMS events happen, so you can act without logging into Nimbata or running reports.

Missed call alerts

Note

The fastest way to set this up is with the pre-built template. See: Start from a template.

This section shows you how to build a missed call workflow from scratch. The workflow triggers the moment a call goes unanswered and sends an alert to your email.

  1. Open the workflow builder

    • Go to Workflows.
    • Click + Create in the top-right corner.

  2. Choose From Scratch

    • In the Create a New Workflow menu, select From Scratch.

  3. Add a Call Outcome filter

    • Inside the workflow builder, click the + plus sign.
    • Select Add filter.
    • In the Select filter rule panel, under Call Details, select Call Outcome.
    • Set the value to Not Answered.
    • Click OK.
    The Call Outcome rule: set it to Not Answered and click OK (1).

  4. Add an Email Alerts action

    • Click the + plus sign again.
    • Select Perform action.
    • In the Select task panel, under Integrations, select Email Alerts, then pick the email alert to send in its pop-up and click OK.

    Tip

    Need to set up Email Alerts first? See: Email Alerts.

    Select task✕
    • Transcribe Call
    • Update Field
    • Tags
    • Action Plan
    • Coaching
    • Notes
    • Rating
    • Smart Follow-Up
    • Value
    • Perform an action
    • Summarize Call
    • Add to Spam Filter
    • Integrations
    • Email AlertsHave calls, form submissions, and SMS delivered straight to your inbox.edit configuration1
    • SlackRoute phone leads directly to Slack. Respond instantly and collaborate in real time.edit configuration
    • Google AdsDiscover which campaigns, ads, and keywords produce high-value conversions.Missing configurationset up
    The Select task panel: scroll to Integrations and select Email Alerts (1).

  5. Enable the workflow

    • Click Enable in the top-right corner of the workflow builder.
    Missed callsWorkflow is valid.
    Enable1
    Trigger Enrollment
    Inbound CallOutbound CallForm SubmissionSMS Received
    A customer calls your tracking number
    Fires whenCall StartsCall EndsUser Updates Property
    Filter group
    Call Outcomeis Not Answered✕
    Add another rule
    Action group1
    Email AlertsMissed calls✕
    Add another action
    Finish
    The finished missed call workflow. Click Enable (1) to turn it on.

🎉 Your missed call workflow is live. Every unanswered call now triggers an email alert instantly.

Detailed guide: Start from a template
Detailed guide: Email Alerts
Detailed guide: Create a workflow

Start from a template

A Missed Call Email Alert workflow notifies you the moment a call is missed. It triggers when a call ends unanswered and sends an email to your connected recipient(s). You can also add filters to make alerts fire only under the conditions that matter to you: by source, time of day, caller type, and more.

  1. Go to Workflows and click Create

    • Go to Workflows.
    • Click Create in the top-right corner.

  2. Select From Template

    • In the Create a New Workflow menu, select From Template.

  3. Choose the Missed Call Email Alert template

    • In the Workflow Templates menu, find Missed Call Email Alert.
    • Click Use template.
    Workflow TemplatesStart with a template, customize as you go.
    Search templates...
    AIAdvertisingAnalyticsCallsFormsMessagingNotifications
    AI Call Analysis
    Transcribe calls and auto-set tags, notes, rating, and value.AICallsAnalytics
    Missed Call Email Alert
    Get an email whenever a call is missed.NotificationsCalls
    Google Ads Call Conversion
    Track phone calls as conversions in Google Ads.AdvertisingCalls
    Google Ads Form Conversion
    Track form submissions as conversions in Google Ads.AdvertisingForms
    Google Analytics Call Event
    Send call events to Google Analytics.AnalyticsCalls
    Meta Call Event
    Send call events to Meta for tracking.AdvertisingCalls
    SMS Email Alert
    Get an email whenever an SMS is received.NotificationsMessaging
    The Workflow Templates page: click Use template (1) on the Missed Call Email Alert card.

  4. Configure your email notification

    • If the project has exactly one email alert for calls, the template picks it for you and no pop-up opens. Otherwise, in the Email Alerts pop-up, create or select the email configuration you want to use. Configure opens the Email Alerts settings, where you can add one.
    • Click OK.
    Pick the email alert to send, then click OK (1).

  5. Enable the workflow

    • Click Enable in the top-right corner of the workflow builder.

    Alternatively, go back to the main Workflows list, find the workflow titled Missed Call Email Alert, and toggle it on.

🎉 Every missed call now triggers an immediate email alert.

Detailed guide: Missed call alerts
Detailed guide: Email Alerts

Call and SMS alerts

An SMS Email Alert workflow sends real-time notifications when specific call or SMS events happen. Use it to alert yourself, your team, or your clients instantly without logging into Nimbata or running reports.

  1. Go to Workflows and click Create

    • Go to Workflows.
    • Click Create in the top-right corner.

  2. Select From Template

    • In the Create a New Workflow menu, select From Template.

  3. Choose the SMS Email Alert template

    • In the Workflow Templates menu, find SMS Email Alert.
    • Click Use template.
    Workflow TemplatesStart with a template, customize as you go.
    Search templates...
    AIAdvertisingAnalyticsCallsFormsMessagingNotifications
    AI Call Analysis
    Transcribe calls and auto-set tags, notes, rating, and value.AICallsAnalytics
    Missed Call Email Alert
    Get an email whenever a call is missed.NotificationsCalls
    Google Ads Call Conversion
    Track phone calls as conversions in Google Ads.AdvertisingCalls
    Google Ads Form Conversion
    Track form submissions as conversions in Google Ads.AdvertisingForms
    Google Analytics Call Event
    Send call events to Google Analytics.AnalyticsCalls
    Meta Call Event
    Send call events to Meta for tracking.AdvertisingCalls
    SMS Email Alert
    Get an email whenever an SMS is received.NotificationsMessaging
    The Workflow Templates page: click Use template (1) on the SMS Email Alert card.

  4. Configure your email notification and choose what it sends

    • If the project has exactly one SMS email alert, the template picks it for you and no pop-up opens. Otherwise, in the Email Alerts pop-up, create or select the email alert you want to use.
    • At the top of the alert’s settings, choose SMS (1). This workflow fires when an SMS arrives, and a workflow sends only email alerts of its own type, so a Call alert here sends nothing.
    • Click Continue (2) to close the pop-up and view your completed workflow.
    Choose SMS at the top of the email alert (1), fill in the recipients, then click Continue (2).

  5. Enable the workflow

    • Click Enable in the top-right corner of the workflow builder.

    Alternatively, go back to the main Workflows list, find the workflow titled SMS Email Alert, and toggle it on.

🎉 You now receive an instant notification every time the trigger condition is met.

Detailed guide: Email Alerts
Detailed guide: SMS